|
1
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.64M
|
+$120K
|
+7,667
|
+5%
|
|
|
2
|
Advisors Asset Management
Monument,
Colorado
|
$2.09M
|
+$665K
|
+42,544
|
+44%
|
|
|
3
|
Karpus Investment Management
Pittsford,
New York
|
$1.95M
|
-$65.6K
|
-4,200
|
-3%
|
|
|
4
|
Nuveen
Charlotte,
North Carolina
|
$942K
|
–
|
–
|
–
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$706K
|
+$16.2K
|
+1,037
|
+2%
|
|
|
6
|
|
$483K
|
+$50.4K
|
+3,224
|
+11%
|
|
|
7
|
First Trust Advisors
Wheaton,
Illinois
|
$426K
|
-$79.8K
|
-5,110
|
-15%
|
|
|
8
|
Foster & Motley
Cincinnati,
Ohio
|
$314K
|
-$18.2K
|
-1,163
|
-5%
|
|
|
9
|
|
$290K
|
-$1.06K
|
-68
|
-0.4%
|
|
|
10
|
Doliver Advisors
Houston,
Texas
|
$225K
|
+$233K
|
+14,937
|
New
|
|
|
11
|
Segment Wealth Management
Houston,
Texas
|
$216K
|
–
|
–
|
–
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$208K
|
+$31
|
+2
|
+0%
|
|
|
13
|
|
$84K
|
-$13.5K
|
-861
|
-13%
|
|
|
14
|
Bartlett & Co
Cincinnati,
Ohio
|
$30K
|
–
|
–
|
–
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$27K
|
-$9.59K
|
-614
|
-25%
|
|
|
16
|
Monetary Management Group
St Louis,
Missouri
|
$26K
|
–
|
–
|
–
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$15K
|
–
|
–
|
–
|
|
|
18
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$13K
|
–
|
–
|
–
|
|
|
19
|
Wolverine Asset Management
Chicago,
Illinois
|
$12K
|
+$12.5K
|
+800
|
New
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$3K
|
+$3.59K
|
+230
|
New
|
|
|
21
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$2K
|
+$2.53K
|
+162
|
New
|
|
|
22
|
AQR Capital Management
Greenwich,
Connecticut
|
–
|
-$177K
|
-10,863
|
Closed
|
|
|
23
|
M&T Bank
Buffalo,
New York
|
–
|
-$24K
|
-1,500
|
Closed
|
|
|
24
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$13.5K
|
-830
|
Closed
|
|
